Dynasty Wealth Management’s Abbott ABT Stock Holding History

Dynasty Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	14,039 -15,973	-53%	-$1.8M	0.01%	149
2025 Q4	$3.76M	Buy	30,012 +737	+3%	+$93.9K	0.04%	99
2025 Q3	$3.92M	Sell	29,275 -3,954	-12%	-$519K	0.05%	81
2025 Q2	$4.52M	Sell	33,229 -1,306	-4%	-$172K	0.08%	58
2025 Q1	$4.58M	Sell	34,535 -189	-0.5%	-$24.1K	0.08%	61
2024 Q4	$3.93M	Sell	34,724 -190	-0.5%	-$22K	0.07%	73
2024 Q3	$3.98M	Sell	34,914 -3,078	-8%	-$338K	0.12%	49
2024 Q2	$3.95M	Buy	37,992 +3,286	+9%	+$348K	0.12%	58
2024 Q1	$3.94M	Buy	+34,706	New	+$3.98M	0.13%	52
2018 Q4	–	Sell	-4,768	Closed	-$350K	–	6
2018 Q3	$350K	Buy	+4,768	New	+$313K	0.45%	53

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dynasty Wealth Management's ABT Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Abbott (ABT) stake by 53% in Q1 2026, selling an estimated $1.8M and leaving 14,039 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #149.

Dynasty Wealth Management first reported a position in ABT in Q3 2018 and has held it in 10 quarters since. The position peaked at $4.58M in Q1 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Dynasty Wealth Management held 14,039 shares of Abbott worth $1.44M as of Q1 2026.
Dynasty Wealth Management sold 15,973 Abbott shares in Q1 2026, an estimated $1.8M.
Abbott made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #149 holding.
Dynasty Wealth Management first reported a position in Abbott in Q3 2018 and has held it in 10 quarters since.
Dynasty Wealth Management's Abbott position peaked at $4.58M in Q1 2025.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.